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Pathway: Accounts > Search > Accounts Add an appointment to a customer's account for future meetings, events and followups. An appointment can be added from the account's menu option, or by right clicking within the calendar. ...
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Last Updated: 04/14/2026
in Setup Home Account Pathway: Setup > Accounts > New Site Template New Site Template Setup is used to help streamline the Add Site process with preconfigured field selections. This feature reduces the amount of manual entry, ensuring that the site setup pr...
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Last Updated: 04/14/2026
in Setup Home Account Pathway: Setup > Account > Generator Type Generator Type Setup is used to establish classifications for the different categories of waste producers that a company services. Field Descriptions Field Description ...
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Last Updated: 04/14/2026
in Setup Home Account
Pathway: Setup > Account >Attachment Type Attachment Type Setup provides a way to categorize and organize different types of files uploaded to an account or site. Field Descriptions Field Description Att...
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Last Updated: 04/14/2026
in Setup Home Account Pathway: Setup > Account > Appointment Type Appointment Type Setup is used to create a list of appointment types a user can select from when adding an appointment for an account. Field Descriptions Field ...
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Previously, users without permission 399 (Write Off Balance) were still able to perform balance write-offs. This has been corrected and Balance Write Off is now disabled on the AR History screen for any user who is not assigned permission 399....
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When working with account requests, the user often enters a completion note and clicks Save but forgets to manually mark the request 'Closed'. The system has been updated so that a prompt is displayed if a Completion Note was entered but ...
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Automatic payment processing has been updated so that when a payment succeeds and the remaining balance is below the configured minimum amounts for notifications to be sent, invoice emails and printing are disabled. Pathway: Setup > A...
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Last Updated: 04/13/2026
in Setup Home Account Pathway: Setup > Account > New Account Template New Account Template Setup is used to help streamline the "Add Account" process with pre-configured field selections. This feature reduces the amount of manual entry, ensuring that the acco...
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Last Updated: 04/13/2026
in Setup Home Account
Pathway: Setup > Account > Site Class Site Class categorizes sites within an account and is primarily used in target pricing. Add Site Class Field Descriptions Field Description Name Required The name of th...